Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bentley is a financial advisor with over 10 years of experience in the financial services industry. Currently, Christopher is an investment advisor representative at Beacon Pointe Advisors, LLC. Christopher has a strong background in financial planning, portfolio management, and investment strategies. He has worked for a number of reputable firms in the past including Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Christopher is dedicated to providing personalized financial advice and customized solutions to meet his clients' unique needs. He is committed to building long-term relationships with his clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
06/12/2024 - Present
Beacon Pointe Advisors, LLC (Redmond WA)
WA
01/26/2022 - 05/16/2022
CHARLES SCHWAB & CO., INC. (Bellevue WA)
WA
05/31/2017 - 05/16/2022
TD AMERITRADE, INC. (BELLEVUE WA)
WA
03/20/2012 - 04/26/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
CA
08/10/2011 - 02/28/2012
WADDELL & REED, INC. (SAN MATEO CA)
CA
06/03/2011 - 06/20/2011
WADDELL & REED, INC. (SAN MATEO CA)
BOTH
Issued 09/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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